Monthly Archives: June 2018

Neil Welsh wins Business Enabler of the Year

We are pleased to announce that on Thursday 21 June 2018, Neil Welsh (Financial Adviser at PM+M Wealth Management) was awarded Business Enabler of the Year at the Downtown in Business Lancashire Business Awards 2018.

The 10th annual awards ceremony was held at Stanley House Hotel & Spa, and celebrated the achievements of the county’s leading business professionals in their respective roles and industries.

Winning the award for Business Enabler of the Year is an incredible achievement for Neil and recognises his commitment to business development at PM+M, alongside facilitating introductory conversations between his clients, contacts and extended network of professionals.

Regular activities co-ordinated by Neil in relation to business enablement are regular table hosting at various Business Network lunch events, and his monthly PM+M Two-Wheeled Professionals Cycle-Networking group.

Following receipt of his award, Neil commented: “I would like to say a huge thank you to all those who voted for me, alongside the many friends, colleagues, contacts and connections who have offered their kind words and congratulations.

“The timing of my win is helpful. My role within PM+M is evolving and whilst I still have client-facing and client-servicing function, I also now have an increased business development remit. What better way to validate this aspect of what I do than by being recognised for it at the start of the journey.”

Frank McKenna, CEO of Downtown in Business commented: “The Lancashire Business Awards are always a great night, and this year was no exception. We had an exceptional group of winners, which was fitting as the awards were being hosted for the tenth year, and I believe the 2018 nominations demonstrated the strength and resilience of the country’s business community.”

Informative and Entertaining – who would have thought you’d hear that when talking pensions?

On 6 June 2018, over 40 delegates gathered at Turf Moor, not to greet the imminent arrival of European Football at Burnley FC for the first time in 55 years, but for the arrival of Sir Steve Webb, former Minister for Pensions and now Director of Policy for Royal London, to listen to him deliver a highly anticipated ‘Tour of the Pensions Landscape’ as guest speaker at our wealth management seminar.

It is probably fair to say that pensions aren’t known for being exciting, but that view was quickly dismissed by the passionate and witty discussion of Steve. Having spent 18 years as an MP, Steve’s public-speaking abilities are second to none and his presentation at Turf Moor yesterday certainly didn’t disappoint. Steering away from the standard PowerPoint presentation, Steve took a freshly-upholstered chair from Burnley FC’s newly refurbished Chairman’s Lounge, literally turned it upside down and used the four legs as the four pillars of his discussion, giving insight into state pensions, workplace pensions, pension freedoms and the tax treatment of pensions, describing the latter as the broken leg of the chair.

Discussion and debate took place around the merits of making voluntary national insurance payments for those unlikely to receive a full state pension and increasing workplace pension contributions to ensure employees can afford to retire. When he got to explanations around pension freedoms and tax there were notes aplenty being taken, interspersed by fits of laughter as Steve ensured there was never a dull moment – it was a masterclass of content and delivery.

Should you wish to discuss your own pension and retirement issues, please don’t hesitate to get in touch with a member of our team. PM+M wealth management works collaboratively with our tax team and can navigate you from the beginning to the end of your pension journey, considering everything from investment choice to tax-relief, and Lifetime Allowance to Tapered Annual Allowance and estate planning. Our specialists can help you to plan, understand your options and ultimately help you achieve more from whatever route you take. For a confidential, no obligation discussion, please contact us 01254 679131 or via email at wealthmanagement@pmm.co.uk.

PM+M Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.